Managing your sales process with a tool like Lime Go can be a great way to keep your sales team organized and closing more deals. With contact information for more than 1 million companies, they can accelerate pipeline.
Add Formstack Documents to your sales process and you can automatically generate all kinds of documents like proposals, contracts, and more. You’ll never have to copy & paste again!
In this example, we’re going to show you how to automatically generate a quote for a deal that we have in Lime Go. We’ll then automatically email the quote directly to our customer for review.
To get started, we’re going to set up the template for our quote inside Formstack Documents. Inside Formstack Documents on the Documents page, click the New Document button and enter a name. Next, choose the Build Your Own option and continue.
Next, you’ll be taken to the Document Builder where you can set up your template. We’re going to add our logo, contact information, then for the spots that we want to insert our deal/customer info, we’re going to add merge fields that look like: {$Company}, {$Amount}, etc.
You can name these merge fields anything you’d like (you’ll connect them to the Lime Go fields later), but no spaces or special characters are allowed.
Here’s what our quote template looks like:
Once we have our template finished, go ahead and save the document builder, then continue on to the Settings tab. Here, you can modify various options like the type of file that is generated and the name of the file. For this example, we’re going to generate a PDF and include the name of our deal in the file name.
Next, we’re going to set up the delivery of our document so that the merged quote is automatically emailed directly to our customer. On the Deliver tab, click the Edit button under your default email delivery. For the To address, we’re going to choose the merge field for our customer’s email address.
If you don’t have a merge field in your document for the email address, choose <
Feel free to edit any of the other email settings. You can include merge fields in other settings as well.
Once you have saved your email delivery, we’re done with the setup process inside Formstack Documents and we’re ready to integrate with Lime Go. To help with the integration, we’re going to use our friends over at Zapier.
Inside Zapier, we’re going to create a New Zap. For the Trigger of our Zap, we’re going to choose Lime Go as the app, then Deal Status Changed as the trigger.
Once you authenticate your Lime Go account, Zapier will load a test deal to make sure everything is connected properly.
Next, we’re going to add a Filter so that we only trigger this merge when a specific Status is selected. We’re going to choose “Quote” as the Status we want to use as the trigger.
Next, we’re going to set up the Action of our Zap. For the app, we’re going to choose Formstack Documents then Create Document Merge as the action.
Once you authenticate your Formstack Documents account, Zapier is going to load a list of the templates in your account. Go ahead and pick the quote document that you just set up and Zapier will load a list of the merge fields in your document.
For each of the merge fields, you need to pick the corresponding fields from Lime Go. This tells Zapier how to send your data over to Formstack Documents so that it is populated in the correct spot on your template.
Once you have matched up all of your merge fields, go ahead and save your Zap and we’re ready for a test! Login to Lime Go and update one of your deals and change the Status. This will trigger the Zap and your quote will be generated.
Here’s what our merged quote looked like ready for our customer:
Congrats, you’re all finished! You can now instantly generate all kinds of documents from your Lime Go account. Can you think of any other ways you can use Formstack Documents to simplify your paperwork process?